An experienced Financial Services Representative, Robert J. Reid has built a reputation on exceptional customer service. Robert works with clients to achieve a financial strategy that makes sense for his clients, tailoring solutions to address their personal and business needs. Since 1984 Bob has assisted his clients needing Life Insurance, Retirement Strategies, Estate Conservation, Businesses Strategies, Disability Income, Long-Term Care Insurance, Executive and Employee Benefit packages, proving to be a trusted professional with a commitment to local families and businesses. Through a thorough needs analysis, Bob will work with you to assess your current situation and develop a strategy to meet your goals. Once a strategy has been implemented, he will continue to work with you to monitor its suitability and to make changes as conditions warrant or goals change. As a financial professional, Bob is up-to-date on the broad range of insurance and retirement products and strategies available in today’s financial market.
Robert has continually been recognized for outstanding performance by both company and industry standards. He is a multi-year member of the prestigious Million Dollar Round Table and Top of the Table. Prior to his retirement from Prudential, he was a member of Prudential’s Academy of Honor and he was a multi-year winner of Prudential’s President’s Citations, reserved for Prudential representatives who achieve top sales honors. He is excited to be appointed with the insurance companies of OneAmerica through the Moody Street Group, where he can apply Values Based Strategies and Economics based principles to serve clients.
As a Cape Cod native, Robert is passionate about his commitment to the success of local business. He is an avid golfer and enjoys boating in Vineyard Sound; he makes his home in Falmouth, Massachusetts and currently services clients throughout New England, and is insurance licensed in the states of MA, AK, CT, ME, VT, RI, and FL.